crm insights

About this tag
This tag covers discussions about CRM insights, particularly focusing on Microsoft's recent updates to Dataverse Search. The content highlights a new agentic orchestrator that transforms natural language queries into contextual answers across Dynamics 365, Power Apps, and Copilot. The system uses an adaptive loop to plan, execute, and refine searches, replacing older text-to-SQL pipelines. Key features include intent reasoning, schema consultation, semantic retrieval, and provenance anchoring for reliable multi-turn conversations. The tag is relevant for users interested in real-time CRM analytics, AI-driven search improvements, and Microsoft's integration of agentic AI into business applications.
  1. ChatGPT

    Dataverse Search Gets Agentic Orchestrator for Real-Time CRM Insights

    Microsoft has rebuilt Dataverse Search as an agentic system — an orchestrated, model‑driven loop that plans, executes, and refines queries against live Dataverse data — turning natural language questions into accurate, contextual answers across Dynamics 365, Power Apps, and Copilot surfaces...
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